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United Wealth Management, LLC — 13F Holdings & Portfolio

CIK 2055362 · latest 13F-HR filed 2026-07-23

Backtest portfolio

United Wealth Management, LLC manages $444.4M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (37.68%), DFIC (8.27%), DFGX (8.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 18, and trimmed 0.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
818 VILLAGE ROAD
CHARLOTTESVILLE, VA 22903
Phone
(434) 923-8112
Filing Manager
United Wealth Management, LLC
Charlottesville, VA
Signatory
Elizabeth Turner
CCO
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AUM

$444.4M

Long-equity book

Holdings

24

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+0 / −0 / ↑18 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$21.2M +14.5%
  • DIMENSIONAL ETF TRUST$4.4M +15.4%
  • DIMENSIONAL ETF TRUST$3.6M +11.3%
  • DIMENSIONAL ETF TRUST$2.0M +5.6%
  • DIMENSIONAL ETF TRUST$1.6M +11.7%
Show all 18 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $167.5M 37.68% 3,775,121 SH
2 DIMENSIONAL ETF TRUST DFIC 25434V799 $36.8M 8.27% 986,763 SH
3 DIMENSIONAL ETF TRUST DFGX 25434V575 $36.2M 8.15% 676,064 SH
4 DIMENSIONAL ETF TRUST DFSV 25434V815 $35.1M 7.89% 904,345 SH
5 DIMENSIONAL ETF TRUST DUHP 25434V831 $32.9M 7.40% 788,373 SH
6 DIMENSIONAL ETF TRUST DFGP 25434V583 $24.4M 5.50% 448,547 SH
7 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $21.6M 4.87% 366,726 SH
8 DIMENSIONAL ETF TRUST DFAR 25434V823 $15.7M 3.53% 600,451 SH
9 DIMENSIONAL ETF TRUST DISV 25434V781 $12.5M 2.81% 310,662 SH
10 DIMENSIONAL ETF TRUST DIHP 25434V765 $11.8M 2.66% 346,764 SH
11 DIMENSIONAL ETF TRUST DFEM 25434V732 $11.0M 2.46% 269,486 SH
12 DIMENSIONAL ETF TRUST DFCF 25434V872 $9.7M 2.18% 229,619 SH
13 DIMENSIONAL ETF TRUST DEHP 25434V757 $7.2M 1.62% 168,388 SH
14 DIMENSIONAL ETF TRUST DFEV 25434V740 $6.9M 1.55% 161,153 SH
15 DIMENSIONAL ETF TRUST DFNM 25434V849 $6.7M 1.50% 138,321 SH
16 DIMENSIONAL ETF TRUST DFAX 25434V880 $3.3M 0.74% 89,067 SH
17 DIMENSIONAL ETF TRUST DFSU 25434V716 $2.5M 0.56% 53,273 SH
18 DIMENSIONAL ETF TRUST DFSI 25434V690 $683.3K 0.15% 15,151 SH
19 VANGUARD INDEX FDS VTV 922908744 $559.2K 0.13% 2,566 SH
20 VANGUARD INTL EQUITY INDEX F VT 922042742 $335.7K 0.08% 2,139 SH
21 UNITED AIRLS HLDGS INC UAL 910047109 $328.1K 0.07% 2,413 SH
22 WELLS FARGO & CO WFC 949746101 $315.5K 0.07% 3,818 SH
23 DIMENSIONAL ETF TRUST DFSE 25434V682 $260.8K 0.06% 5,336 SH
24 ISHARES TR IVV 464287200 $242.2K 0.05% 323 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $444.4M 24 0002085853-26-000825
2026-03-31 2026-05-04 $402.3M 24 0002085853-26-000545
2025-12-31 2026-02-11 $386.6M 24 0002085853-26-000248